Columbia Acorn Fund Quote
LIACX Fund | USD 11.34 0.10 0.87% |
PerformanceSolid
| Odds Of DistressLow
|
Columbia Acorn is trading at 11.34 as of the 19th of July 2025; that is 0.87 percent decrease since the beginning of the trading day. The fund's open price was 11.44. Columbia Acorn has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the funds benchmark, at the time of purchase. More on Columbia Acorn Fund
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
Fund Concentration | Columbia Threadneedle Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Columbia Threadneedle (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 1st of May 2023 |
Fiscal Year End | December |
Columbia Acorn Fund [LIACX] is traded in USA and was established 19th of July 2025. Columbia Acorn is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Columbia Threadneedle family. This fund now has accumulated 2.84 B in assets with no minimum investment requirementsColumbia Acorn is currently producing year-to-date (YTD) return of 0.25%, while the total return for the last 3 years was 9.94%.
Check Columbia Acorn Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Acorn Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Acorn Fund Mutual Fund Constituents
BAH | Booz Allen Hamilton | Stock | Information Technology | |
QLYS | Qualys Inc | Stock | Information Technology | |
MASI | Masimo | Stock | Health Care | |
AVY | Avery Dennison Corp | Stock | Materials | |
PINC | Premier | Stock | Health Care | |
RJF | Raymond James Financial | Stock | Financials | |
ATKR | Atkore International Group | Stock | Industrials | |
ODFL | Old Dominion Freight | Stock | Industrials |
Columbia Acorn Risk Profiles
Mean Deviation | 0.8688 | |||
Semi Deviation | 0.8511 | |||
Standard Deviation | 1.22 | |||
Variance | 1.49 |
Columbia Acorn Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Acorn financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Acorn security.
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